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How to Import Word Documents to PandaDoc



How to Import Word Documents to PandaDoc: step-by-step guide

  1. Click '+ Create new'.

  2. Click 'Select files' to import word documents in PandaDoc.

  3. Once uploaded, PandaDoc will attempt to convert your Word file into an editable document. Click 'Make it editable'.

  4. You can use PandaDoc’s editor to add text fields, signature fields, and placeholders for interactive elements.

  5. You can either save the document as a template for future use or send it immediately for signatures.

Quick answer: To import Word documents into PandaDoc, click Create new, select your files, and click Make it editable once converted. Next, use the editor to add text and signature fields or placeholders. Finally, save the document as a template for future use or send it immediately for signatures.

About this PandaDoc tutorial

Upload and convert Word documents into editable PandaDoc files, add interactive fields, and send them for signatures or save as templates. This guide shows how to import Word Documents to PandaDoc in 5 steps, starting with "Click '+ Create new'" and finishing with "You can either save the document as a template for future use or send it immediately fo...". The interactive demo above is a click-through copy of the real PandaDoc interface, so you can rehearse each step before doing it in your own account.

Frequently asked questions

How many steps does it take to import Word Documents to PandaDoc?

5 steps. Each one is listed in order above, and the demo highlights exactly where to click.

Can I try it without changing my own account?

Yes. Clicking through the demo doesn't touch your PandaDoc data or settings. Once you know the flow, repeat it in your own workspace.

This tutorial is filed under PandaDoc. Related guides: How to Integrate Chrome with PandaDoc, How to Integrate Dropbox with PandaDoc and How to Integrate eSignatures with PandaDoc. Last reviewed 05 Oct 2026.

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